Lowe Wealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $51.8K | Hold |
91
| – | – | 0.02% | 143 |
|
|
2025
Q2 | $51.1K | Hold |
91
| – | – | 0.02% | 141 |
|
|
2025
Q1 | $49.9K | Sell |
91
-17
| -16% | -$9.26K | 0.02% | 136 |
|
|
2024
Q4 | $56.9K | Buy |
108
+21
| +24% | +$10.9K | 0.02% | 121 |
|
|
2024
Q3 | $43K | Buy |
87
+37
| +74% | +$17.2K | 0.02% | 139 |
|
|
2024
Q2 | $22.1K | Hold |
50
| – | – | 0.01% | 162 |
|
|
2024
Q1 | $24.1K | Hold |
50
| – | – | 0.01% | 155 |
|
|
2023
Q4 | $21.3K | Hold |
50
| – | – | 0.01% | 156 |
|
|
2023
Q3 | $19.8K | Hold |
50
| – | – | 0.01% | 155 |
|
|
2023
Q2 | $19.7K | Hold |
50
| – | – | 0.01% | 158 |
|
|
2023
Q1 | $18.2K | Hold |
50
| – | – | 0.01% | 159 |
|
|
2022
Q4 | $17.4K | Hold |
50
| – | – | 0.01% | 164 |
|
|
2022
Q3 | $14K | Hold |
50
| – | – | 0.01% | 172 |
|
|
2022
Q2 | $16K | Hold |
50
| – | – | 0.01% | 151 |
|
|
2022
Q1 | $18K | Hold |
50
| – | – | 0.01% | 156 |
|
|
2021
Q4 | $18K | Hold |
50
| – | – | 0.01% | 155 |
|
|
2021
Q3 | $17K | Hold |
50
| – | – | 0.01% | 151 |
|
|
2021
Q2 | $18K | Hold |
50
| – | – | 0.01% | 144 |
|
|
2021
Q1 | $18K | Hold |
50
| – | – | 0.01% | 139 |
|
|
2020
Q4 | $18K | Hold |
50
| – | – | 0.01% | 135 |
|
|
2020
Q3 | $17K | Hold |
50
| – | – | 0.01% | 130 |
|
|
2020
Q2 | $15K | Hold |
50
| – | – | 0.01% | 125 |
|
|
2020
Q1 | $12K | Hold |
50
| – | – | 0.01% | 133 |
|
|
2019
Q4 | $15K | Hold |
50
| – | – | 0.01% | 134 |
|
|
2019
Q3 | $14K | Hold |
50
| – | – | 0.01% | 134 |
|
|
2019
Q2 | $13K | Hold |
50
| – | – | 0.01% | 144 |
|
|
2019
Q1 | $11K | Hold |
50
| – | – | 0.01% | 140 |
|
|
2018
Q4 | $9K | Sell |
50
-900
| -95% | -$179K | 0.01% | 144 |
|
|
2018
Q3 | $212K | Hold |
950
| – | – | 0.13% | 33 |
|
|
2018
Q2 | $187K | Hold |
950
| – | – | 0.12% | 34 |
|
|
2018
Q1 | $166K | Sell |
950
-80
| -8% | -$13.7K | 0.1% | 38 |
|
|
2017
Q4 | $156K | Sell |
1,030
-25
| -2% | -$3.72K | 0.1% | 39 |
|
|
2017
Q3 | $149K | Hold |
1,055
| – | – | 0.09% | 38 |
|
|
2017
Q2 | $128K | Hold |
1,055
| – | – | 0.08% | 39 |
|
|
2017
Q1 | $119K | Sell |
1,055
-115
| -10% | -$12.6K | 0.08% | 40 |
|
|
2016
Q4 | $121K | Buy |
1,170
+50
| +4% | +$5.18K | 0.08% | 41 |
|
|
2016
Q3 | $114K | Buy |
1,120
+100
| +10% | +$9.59K | 0.08% | 37 |
|
|
2016
Q2 | $90K | Hold |
1,020
| – | – | 0.06% | 43 |
|
|
2016
Q1 | $96K | Sell |
1,020
-50
| -5% | -$4.42K | 0.07% | 41 |
|
|
2015
Q4 | $104K | Buy |
1,070
+40
| +4% | +$3.92K | 0.07% | 40 |
|
|
2015
Q3 | $93K | Hold |
1,030
| – | – | 0.07% | 40 |
|
|
2015
Q2 | $96K | Hold |
1,030
| – | – | 0.07% | 46 |
|
|
2015
Q1 | $89K | Hold |
1,030
| – | – | 0.06% | 49 |
|
|
2014
Q4 | $89K | Buy |
+1,030
| New | +$84.1K | 0.06% | 49 |
|
Other funds holding MA
Lowe Wealth Advisors's MA Position: Q3 2025 in Review
Lowe Wealth Advisors held its Mastercard (MA) position steady in Q3 2025 at 91 shares worth $51.8K. The position accounts for 0.02% of the portfolio, ranked #143.
Lowe Wealth Advisors first reported a position in MA in Q4 2014 and has held it in 44 quarters since. The position peaked at $212K in Q3 2018. 3,505 funds tracked by Wall St. Rank hold MA as of Q3 2025.
- Lowe Wealth Advisors held 91 shares of Mastercard worth $51.8K as of Q3 2025.
- Lowe Wealth Advisors left its Mastercard share count unchanged in Q3 2025.
- Mastercard made up 0.02% of Lowe Wealth Advisors's portfolio in Q3 2025, its #143 holding.
- Lowe Wealth Advisors first reported a position in Mastercard in Q4 2014 and has held it in 44 quarters since.
- Lowe Wealth Advisors's Mastercard position peaked at $212K in Q3 2018.
- 3,505 funds tracked by Wall St. Rank held Mastercard as of Q3 2025.
Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.